Follow these simple steps to download the CSV file of your Uphold transactions and import them into CryptoBooks in just a few clicks:
Login into your Uphold account
Click on the Activity icon from the menu on the left
Click on the file icon placed at the top right
Select Transaction History
Lastly, click on the Generate Report button
Now go back to CryptoBooks and press the Add Connection button on the Connections page
Select the Uphold icon by filtering the list using the Exchange CSV tab or digit the name in the quick search box
Give the connection a name of your choice, choose the default category and press Next step
Press Select file to import your file, then press Upload file and import transactions
Done! The synchronization between Uphold and your CryptoBooks account has just begun!